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DOXGX vs SWLVX
DOXGX vs SWLVX Comparison
Open Charts DOXGX vs SWLVX
Schwab ® US Large-Cap Value Index
Price$15.49
Change-$0.03 (-0.19%)
VolumeN/A
Net Assets876.73M
DOXGX vs SWLVX Comparison Chart in %
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VS
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FUNDAMENTALS
Fundamentals
DOXGX has more cash in the bank: 116B vs. SWLVX (877M). SWLVX pays higher dividends than DOXGX: SWLVX (1.91) vs DOXGX (1.48). DOXGX was incepted earlier than SWLVX: DOXGX (3 years) vs SWLVX (8 years). DOXGX (0.46) is less costly to investors than SWLVX (0.04). SWLVX is a more actively managed with annual turnover of: 30.97 vs. DOXGX (15.00). SWLVX has a lower initial minimum investment than DOXGX: SWLVX (0) vs DOXGX (2500). SWLVX annual gain was more profitable for investors over the last year : 17.57 vs. DOXGX (4.77).
| DOXGX | SWLVX | DOXGX / SWLVX | |
| Total Expense Ratio | 0.41 | 0.04 | 1,171% |
| Annual Report Gross Expense Ratio | 0.46 | 0.04 | 1,314% |
| Fund Existence | 3 years | 8 years | - |
| Gain YTD | 7.260 | 8.208 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 877M | 13,227% |
| Annual Yield % from dividends | 1.48 | 1.91 | 78% |
| Returns for 1 year | 4.77 | 17.57 | 27% |
| Returns for 3 years | 21.12 | 46.52 | 45% |
| Returns for 5 years | N/A | 104.06 | - |
| Returns for 10 years | N/A | N/A | - |
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